CIM

Contravisory Investment Management Portfolio holdings

AUM $516M
1-Year Est. Return 21.56%
This Quarter Est. Return
1 Year Est. Return
+21.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.57M
3
+$6.43M
4
ELV icon
Elevance Health
ELV
+$6.34M
5
EIX icon
Edison International
EIX
+$6.32M

Top Sells

1
+$8.98M
2
+$8.74M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.65M
5
LEA icon
Lear
LEA
+$5.26M

Sector Composition

1 Financials 17.77%
2 Healthcare 14.81%
3 Energy 13.36%
4 Technology 12.51%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$313K 0.09%
6,855
-1,410
152
$313K 0.09%
+2,768
153
$311K 0.09%
20,084
-3,999
154
$309K 0.09%
+5,574
155
$308K 0.09%
3,938
+195
156
$302K 0.09%
+8,014
157
$299K 0.08%
940
-14
158
$294K 0.08%
8,154
-100
159
$284K 0.08%
+6,880
160
$283K 0.08%
+696
161
$282K 0.08%
11,390
162
$278K 0.08%
8,732
-1,306
163
$278K 0.08%
1,514
-127
164
$278K 0.08%
3,153
+270
165
$278K 0.08%
1,505
-538
166
$277K 0.08%
+4,226
167
$255K 0.07%
1,565
168
$254K 0.07%
5,399
-745
169
$251K 0.07%
5,564
-9,061
170
$241K 0.07%
9,311
-1,436
171
$233K 0.07%
+3,127
172
$230K 0.07%
+2,982
173
$230K 0.07%
+8,063
174
$230K 0.07%
3,878
-100
175
$228K 0.06%
3,316
-618
5 6
7
8 9